I have enjoyed caring for clients in the financial industry for over twenty years. I have a diverse finance background, which allows me to serve my clients holistically. I was drawn to this profession because I love helping individuals, families and businesses reach their full potential economically. Our goal at this branch is to Care, Consult and Educate. We understand the emotional components of working through financial discussions. We are willing to meet our clients where they are now and work together to get them to where they want to grow. Financial discussions can be challenging, but they are so incredibly important. Know that we are here to walk you through these discussions every step of the way. I have learned over the years that clients tend to put off discussions because they are emotional and require some tough decisions. The time is now, and we are here to help!

My husband, Mark, and I live in Bennington and we are raising triplet sons that are seniors this year. We also enjoy raising three Vizsla dogs and an Arabian horse. We spend our spare time working on our rental properties. We are blessed with a large group of family and friends.

I am passionate about the fact that our office and the clients I serve represent the community we live in. Everyone is welcomed and embraced!

Community involvement is important to me. I have enjoyed my roles on the Downtown YMCA board and the board of the Benson Theatre. I have recently graduated from Leadership Omaha Class 41. I am a part of the 1st Cohort for LEAD Diversity. Community connection is at the core of who we are. Feel free to reach out for projects or ideas. We are here to support.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Horseback Riding
  • Football
  • Real Estate

Office Information

Office Address

12271 West Center Omaha, NE 68144

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Request an Appointment

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